← All themes Semiconductors

Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	LK Lumbard & Kellner Hollis, New Hampshire	$3.56M	-$423K	1	1.57%	Reduced
402	Atria Investments Charlotte, North Carolina	$3.48M	-$565K	4	0.04%	Reduced
403	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.44M	$0	3	0.44%	Maintained
404	NAAA New Age Alpha Advisors Rye, New York	$3.43M	-$9.8M	1	0.15%	Reduced
405	RHJA Rice Hall James & Associates San Diego, California	$3.42M	-$13.8K	2	0.2%	Reduced
406	OCM Osterweis Capital Management San Francisco, California	$3.39M	-$4.41M	1	0.17%	Reduced
407	State of Alaska Department of Revenue Juneau, Alaska	$3.39M	+$122K	4	0.04%	Increased
408	Axiom Investors Greenwich, Connecticut	$3.39M	-$10.2M	1	0.03%	Reduced
409	ORI Oak Ridge Investments Chicago, Illinois	$3.29M	+$358K	2	0.27%	Increased
410	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$3.29M	-$5.87K	1	1.39%	Reduced
411	BCM Bienville Capital Management New York	$3.27M	+$3.09M	1	0.79%	Increased
412	Tower Research Capital (TRC) New York	$3.26M	+$696K	10	0.1%	Increased
413	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.23M	+$217K	5	0.01%	Increased
414	FC FORA Capital Miami, Florida	$3.23M	+$3.79M	2	0.33%	Increased
415	Park Avenue Securities New York	$3.22M	+$286K	3	0.04%	Increased
416	Illinois Municipal Retirement Fund Oak Brook, Illinois	$3.19M	$0	2	0.05%	Maintained
417	PCMH Polymer Capital Management (HK) Hong Kong	$3.18M	-$3.93M	3	0.54%	Reduced
418	SAM Sycomore Asset Management Paris, France	$3.18M	$0	1	0.45%	Maintained
419	Jacobs Levy Equity Management Florham Park, New Jersey	$3.17M	+$1.85M	3	0.01%	Increased
420	CCM Cinctive Capital Management New York	$3.13M	-$135K	4	0.24%	Reduced
421	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$3.13M	+$85.8K	1	0.41%	Increased
422	Oversea-Chinese Banking Corp (OCBC) Singapore	$3.1M	+$1.1M	1	0.09%	Increased
423	Brevan Howard Capital Management St. Helier, Jersey	$3.1M	+$3.91M	4	0.03%	New
424	PA Paralel Advisors Denver, Colorado	$3.07M	$0	1	0.13%	Maintained
425	Kestra Advisory Services Austin, Texas	$3.07M	+$1.48M	7	0.01%	Increased